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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,106 | $105,200-22.9% | $159,474-49.1% | $85,847-5.5% |
| Participation rate | 43.8% | 75.8%-32.0pp | 82.8%-39.1pp | 69.3%-25.6pp |
| Annual return | 13.05% | 45.08%-32.0pp | 263.68%-250.6pp | 318.61%-305.6pp |
| Employer contribution / active EE | $959 | $3,319-71.1% | $4,831-80.1% | $2,565-62.6% |
| Participant deferral / active EE | $2,295 | $5,946-61.4% | $7,353-68.8% | $3,952-41.9% |
| Admin fee / account holder | $287 | $6,934-95.9% | $10,802-97.3% | $6,261-95.4% |